As we grow older, simple tasks such as balancing a checkbook and keeping up with payment of household bills become more difficult.  For many seniors, these tasks become a source of stress and frustration.  Wouldn’t it be nice to take these tasks away from your parents and grandparents so they can focus their time on enjoying every minute of their golden years?

Sure, you could take care of their day-to-day financial tasks yourself, provided you live close enough and have the time to give.  If you don’t have the ability to do so, you might want to consider hiring a professional to help.

With our elder care services, you enlist the help of a caring, honest and knowledgeable professional that is constantly looking out for your relatives’ best interest.  Your loved ones will receive assistance with their daily/weekly finances and business duties and you will be informed about every step taken.  This way you can rest assured knowing that the basic financial duties are being maintained and there will be no problems for your relatives.

Whether your loved one is no longer entirely independent or simply needs some extra help so they can enjoy their free time, we can offer assistance in many areas including:

  • Reviewing and paying household bills, budgeting and record-keeping
  • Assistance with check writing and checkbook balancing
  • Confirming that monies are received, deposited and recorded
  • Offering second opinions regarding household issues and unexpected situations
  • Handling day-to-day financial transactions such as home repairs, routine maintenance and emergency medical expenses
  • Planning retirement account distributions and safeguarding against improper disbursements
  • Organizing and reviewing personal, financial and legal documents to determine what issues may need to be addressed
  • Preparing an inventory of personal assets and investments
  • Identifying and planning their retirement income, needs and goals
  • Determining current and long-term cash flow needs by analyzing income and expenses
  • Addressing questions about Social Security, Medicare, pensions and long-term care insurance
  • Monitoring investment portfolio and other assets in conjunction with their investment adviser
  • Preparing, planning and filing income, trust, gift and estate tax
  • Providing referrals to local services and agencies
  • Arranging proper level of care, transportation and caregiver assessment

Shurek Accounting & Tax is a member of the Gwinnett Senior Provider’s Network and thus has many connections to resources available to the senior community. We are actively involved with the senior community and will not only treat your loved ones with the highest level of respect, we will make sure that every area of their financial needs are constantly being addressed. Contact us today to set up an appointment to discuss making life a little easier for your relatives so they can go ahead and enjoy their retirement years and not sweat the small things.